Routable

Customer Success Manager

Remote

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Martech, Data SaaS, Rental MarketplaceIndustries

Requirements

Candidates should possess at least one year of experience in Customer Success Management, account management, or a related field, and two years of direct experience within the Multi-Family Property Management industry, demonstrating knowledge of industry-specific software, strong relationship-building abilities, and an overall understanding of industry operations. They should be highly organized, adept at managing a large book of business, and possess a proven track record of hitting monthly benchmarks and metrics, as well as a growth mindset and the ability to create great customer experiences.

Responsibilities

The Customer Success Manager will build and nurture strong relationships across a book of customers to understand their goals and deepen usage of the platform, develop deep, multi-threaded relationships with decision-makers, drive spend by collaborating with sales and identifying opportunities, ensure customer data is accurate and up-to-date in the CRM system, conduct business reviews, create and document client success plans, collaborate with product, support, and marketing teams to provide recommendations for the product roadmap and customer communication strategy, and identify opportunities for growth. They will also be responsible for achieving retention targets within their assigned client base and ensuring customers are successful in using the software and platform and achieving their business objectives.

Skills

Customer Relationship Management
Account Management
Upselling
Customer Feedback
Renewal Process
Product Feedback
Customer Advocacy
Personalized Customer Support

Routable

Automates business payments and invoicing

About Routable

Routable automates business payments for enterprise and mid-market clients, streamlining accounts payable and receivable processes. The platform manages the entire payment lifecycle, including invoice processing, payment scheduling, and real-time payouts. By using Optical Character Recognition (OCR) technology, Routable can scan invoices and create payables, significantly reducing processing time by 60%. The company generates revenue through subscription fees for its platform and transaction fees for processed payments, partnering with banks to ensure secure fund transfers. Routable prioritizes security with a dedicated team monitoring systems for vulnerabilities, which helps build trust with clients. The company fosters a culture of empathy and inclusiveness, focusing on strong customer relationships and exceptional support.

San Francisco, CaliforniaHeadquarters
2017Year Founded
$44.8MTotal Funding
SERIES_BCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Benefits

🏥 Great Health, Dental & Vision Insurance
💲 Competitive salary
📈 Stock options
💰 401k
💸 Work from Home stipend
🚀 We're a remote team
🏝 Flexible vacation policy

Risks

Increased competition from Flexport's digital freight platform pressures Routable to enhance offerings.
Boost Payment Solutions' partnership may attract clients away from Routable.
Rising digital payment fraud tactics necessitate continuous enhancement of fraud prevention measures.

Differentiation

Routable automates the entire payment lifecycle, reducing manual work significantly.
The platform uses OCR technology, cutting invoice processing time by 60%.
Routable partners with banks to ensure secure fund transfers.

Upsides

Partnership with Convera expands Routable's global payment capabilities.
Growing AP automation trend in logistics offers expansion opportunities for Routable.
Routable's real-time payment solutions align with gig economy demands.

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